Video: Why Do the Employees of Oak Wealth Advisors Love the Work That We Do
MEET OUR STAFF BELOW…
Mike Walther
President & Managing Member
Mike assists families in their efforts to provide their loved ones with special needs with the financial resources and other supports necessary to live their lives to their fullest potential. email
Ryan McGuire
Senior Consultant & Director of Innovation
Ryan provides families with financial services that are practical and coordinated, while aligning any resources that may help them or their loved ones with special needs live fulfilling lives.
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Randi Gillespie
Director Special Needs Services
Randi, as someone who navigates the complexities of the special needs world on behalf of her family, she hopes to simplify the complex for other families with loved ones with special needs. email
Jan Gargula
Director Office Operations
Jan enhances our service to our clients. She interacts with clients and our other trusted relationships on a regular basis. She ensures prompt responses to client inquiries and simplified paperwork related to their investment management. email
Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions. View Our Special Needs Services.